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IAG Wealth Partners’s WisdomTree India Earnings Fund ETF EPI Stock Holding History

IAG Wealth Partners’s Portfolio EPI Stock Details EPI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$60.9K Hold
1,424
– – 0.01% 199
2026
Q1 		$58.1K Buy
1,424
+1,398
+5,377% +$61.8K 0.01% 200
2025
Q4 		$1.2K Hold
26
– – ﹤0.01% 457
2025
Q3 		$1.15K Hold
26
– – ﹤0.01% 479
2025
Q2 		$1.23K Hold
26
– – ﹤0.01% 454
2025
Q1 		$1.14K Buy
+26
New +$1.11K ﹤0.01% 466

Other funds holding EPI

MIH
Meitav Investment House Bene-Beraq, Israel $14.9B AUM 46.8% 1-Year Est. Return
CI
Clal Insurance Tel-Aviv, Israel $22.3B AUM 79.91% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
KHLMVGHM
Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet Tel Aviv, Israel $2.44B AUM 24.95% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
MMA
Miracle Mile Advisors Los Angeles, California $8.53B AUM 21.43% 1-Year Est. Return
CCA
Catalyst Capital Advisors Huntington, New York $6.03B AUM 24.5% 1-Year Est. Return
MRC
Millburn Ridgefield Corp New York $5.28B AUM 21.66% 1-Year Est. Return

IAG Wealth Partners's EPI Position: Q2 2026 in Review

IAG Wealth Partners held its WisdomTree India Earnings Fund ETF (EPI) position steady in Q2 2026 at 1,424 shares worth $60.9K. The position accounts for 0.01% of the portfolio, ranked #199.

IAG Wealth Partners first reported a position in EPI in Q1 2025 and has held it in 6 quarters since. 250 funds tracked by Wall St. Rank hold EPI as of Q2 2026.

  • IAG Wealth Partners held 1,424 shares of WisdomTree India Earnings Fund ETF worth $60.9K as of Q2 2026.
  • IAG Wealth Partners left its WisdomTree India Earnings Fund ETF share count unchanged in Q2 2026.
  • WisdomTree India Earnings Fund ETF made up 0.01% of IAG Wealth Partners's portfolio in Q2 2026, its #199 holding.
  • IAG Wealth Partners first reported a position in WisdomTree India Earnings Fund ETF in Q1 2025 and has held it in 6 quarters since.
  • 250 funds tracked by Wall St. Rank held WisdomTree India Earnings Fund ETF as of Q2 2026.

Based on IAG Wealth Partners's 13F filing for Q2 2026, filed 6 Aug 2026.